Delegating a Task

When you know you might not be able to perform a task, you can delegate it to another user or group of users. Delegating means that they can do the task at your place, but you are not unassigned the task. As soon as you or a delegatee reviews the document, the task is closed for you and all the delegatees. On the contrary, if you do the task before the delegatees, the task is considered done for everyone.

Reassignment vs Delegation

When you delegate a task, you remain responsible for the task. You don't lose your rights on the document: you can still process the task if you want to.
On the contrary when you reassign your task on a document, you lose your rights on the task and on the document. The user you reassign the task to becomes responsible for the task and it is as if you never had to review the document.

You can delegate a task from:

The Process view of the tasks in the Home Workflow tab,

The Workflow tab of the document.

To delegate the task from the Home Workflow tab:

Click on the Process button of the task to delegate.

Click on Delegate task.

The delegation form is displayed in a pop-up.

In the Users field, type the name of a user or group.

Click on the user or group you want to delegate the task to.

Optionally repeat these steps as many times as you want to delegate the task.

Optionally type a comment for the delegatees.

Click on the Delegate button.
You are displayed the My tasks tab of the Workflow tab.
If you click on the task Process button, you can see the list of delegatees displayed on the task.

To delegate a task from the document's Workflow tab:

Click on the Delegate task button displayed in the top left corner of the task.

The delegation form is displayed in a pop-up.

In the Users field, type the name of a user or group.

Click on the user or group you want to delegate the task to.

Optionally repeat these steps as many times as you want to delegate the task.

Optionally type a comment for the delegatees.

Click on the Delegate button.
The Workflow tab of the document is displayed. The list of delegatees is displayed on the task.